Program Manager improving Agile planning, metrics, and delivery coordination for Experlogix’s enterprise software platforms. Facilitating cross - functional execution across Product, Engineering, and UX teams.
About the role
- Senior Program Manager redesigning Lead-to-Cash operations for Juniper Square’s private-markets technology and fund-administration platform. Connecting marketing, sales, contracting, billing, and revenue recognition.
Responsibilities
- Own the end-to-end Lead-to-Cash roadmap from demand capture through recognized revenue
- Build and maintain the cross-functional dependency map across Marketing, Sales, Deal Desk, Legal, Finance, Fund Administration operations, and Customer Experience
- Run decision forums and document decisions, including Sales and Fund Administration rules of engagement for expansion deals
- Partner with Marketing and Sales leadership on lead capture, scoring, and routing from Marketo into Salesforce
- Define a Salesforce intake path for expansions originating with sellers, Customer Success, or Fund Administration
- Drive consistent opportunity creation and forecasting in Salesforce and Gong across new-logo and expansion motions
- Lead CPQ selection based on complex pricing scenarios
- Run CPQ implementation and hand-off to Ironclad for order forms, approvals, and audit trails
- Sequence migration of live subscriptions to the new model without disrupting billing
- Drive automated hand-off from signed contract to booking, Fund Administration onboarding, and billing setup through Workato
- Partner with Billing and Revenue Accounting on Zone Billing and NetSuite subscription flow, invoicing, collections, and ASC 606 revenue recognition
- Define and own funnel KPIs including speed to lead, quote cycle time, signature-to-first-invoice time, manual touches, and revenue-metric consistency
- Own cutover, rollback, training, and change management with SOX, SOC 1, and SOC 2 controls
- Deliver a 90-day Lead-to-Cash map and program plan
- Deliver expansion intake, ownership, CPQ decision, and implementation progress within 6 months
- Enable signed deals to flow to booking, onboarding, and billing without re-keying within 12 months
Requirements
- 8+ years of program or project management experience
- At least 4 years leading lead-to-cash, quote-to-cash, or order-to-cash transformation programs at a B2B software or services company
- Delivered programs spanning marketing and lead management, CRM and forecasting, CPQ and contracting, billing, collections, and revenue recognition
- Led at least one CPQ or billing system selection and implementation end to end, from requirements through go-live and hypercare
- Hands-on program experience with Salesforce and NetSuite, or comparable CRM and ERP platforms
- Experience in a multi-entity, multi-currency environment with non-seat-based pricing
- Experience with both new-business and expansion motions, including account ownership and team rules of engagement
- Track record of aligning Sales, Marketing, Finance, Legal, and Operations leaders and getting decisions made and kept
- Clear, direct writing and ability to produce executive decision memos
- Comfort operating without a strict playbook
- Experience in financial services, fund administration, private markets, or another services business with complex fee structures preferred
- Familiarity with Marketo, Gong, Ironclad, Zone Billing, or Workato preferred
- Experience using AI tools or delivering processes designed for agentic automation preferred
- PMP, PgMP, or comparable certification preferred
Benefits
- Health, dental, and vision care for you and your family
- Life insurance
- Mental wellness coverage
- Fertility and growing family support
- Flex Time Off in addition to company-paid holidays
- Paid family leave, medical leave, and bereavement leave policies
- Retirement savings plans
- Allowance to customize your work and technology setup at home
- Annual professional development stipend
- Equity
- Fully remote work experience or working in a physical office
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